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Granahan Investment Management, LLC

CIK:0001026710
Investment Adviser
$3B AUM
153 holdings
Waltham, MA, United States
Founded:1985
20 employees
Latest filing:Jun 30, 2025

Granahan Investment Management, LLC is an independent investment adviser headquartered in Waltham, Massachusetts. Founded in 1985, the firm specializes in small-cap and mid-cap equity strategies for institutional clients and high net-worth individuals. As of 2025, it employs approximately 20 professionals and manages over $2.5 billion in assets. Granahan serves pension funds, endowments, foundations, and other institutional investors.

Investment Strategy

Granahan Investment Management focuses on small-cap and mid-cap equity investing using rigorous fundamental research to identify high-growth opportunities, often in under-followed sectors and companies. Their philosophy emphasizes deep sector knowledge, active management, and risk control to achieve long-term capital appreciation for clients.

Latest 13F Filing Activity

Granahan Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 149 equity positions with a total 13F market value of $2B. The fund increased holdings in Magnite Inc., Porch Group Inc., Oddity Tech LTD among other positions. Granahan Investment Management, LLC reduced exposure to Compass Inc., Stepstone Group Inc., Kindercare Learning Companie among others.

Top Buys
M
MGNIMAGNITE INC
+$57.6M
P
PRCHPORCH GROUP INC
+$51.6M
O
ODDODDITY TECH LTD
+$35.0M
I
INDIINDIE SEMICONDUCTOR INC
+$33.7M
G
GLBEGLOBAL E ONLINE LTD
+$31.3M
Top Sells
C
COMPCOMPASS INC
-$19.1M
S
STEPSTEPSTONE GROUP INC
-$18.9M
K
KLCKINDERCARE LEARNING COMPANIE
-$14.2M
E
EVHEVOLENT HEALTH INC
-$12.9M
B
BPMCBLUEPRINT MEDICINES CORP
-$12.8M

Top Holdings

P
PRCHPORCH GROUP INC
+5.6%$137.1M
O
ODDODDITY TECH LTD
+4.2%$102.3M
M
MGNIMAGNITE INC
+3.6%$87.9M
G
GENIGENIUS SPORTS LIMITED
+3.5%$86.7M
M
MRXMAREX GROUP PLC
+3.3%$82.0M

Equity Positions (149)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
PORCH GROUP INC5.58%$137.1M11,631,775$7.06$11.79+$51.6M
ODDITY TECH LTD4.16%$102.3M1,355,347$35.80$75.47+$35.0M
MAGNITE INC3.58%$87.9M3,642,786$16.39$24.12+$57.6M
GENIUS SPORTS LIMITED3.53%$86.7M8,336,296$7.51$10.40+$8.8M
MAREX GROUP PLC3.34%$82.0M2,077,153$24.56$39.47+$7.2M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+17.8%
SEMICONDUCTORS & RELATED DEVICES
+8.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.7%
PERFUMES, COSMETICS & OTHER TOILET PREPARATIONS
+4.4%
INVESTMENT ADVICE
+4.2%

Investment Team (10)

NameRoleLocationLinkedIn
Christopher Martin
Christopher Martin
Portfolio ManagerBoston, MA , United States
D
David Rose
Chief Investment OfficerDedham, MA , United States
D
Drew Beja
Portfolio ManagerWaltham, MA , United States
Jeffrey Harrison
Jeffrey Harrison
Portfolio ManagerBoston, MA , United States
J
Joseph Cargile
Vice President, TradingBoston, MA , United States
Sue Ellis
Sue Ellis
Senior Vice President, Head TraderFramingham, MA , United States
Edward Minn
Edward Minn
Equity AnalystBoston, MA , United States
Jenny Hatton
Jenny Hatton
Senior ESG AssociateBoston, MA , United States
Richard Watson
Richard Watson
Senior Vice President and Portfolio ManagerChicago, IL , United States
Z
Zlatko Todorow
AnalystBoston, MA , United States